Jeffrey
Ballek
The Ameriflex Group
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About this Advisor
Jeffrey Ballek is a financial advisor based in Saint Paul, Minnesota, working with The Ameriflex Group. Jeffrey has previously held positions at Real Estate Masters, Coldwell Banker Burnet, Bmo Harris Financial Advisors, Lifesmart, LLC, Waddell & Reed, Inc, Various Insurance Carriers For W & R Insurance Agencies, Inc, Crown Capital Securities, Lp, Crown Capital Securities Lp, Keller Williams Integrity Realty, The Ameriflex Group, Osaic, and Ballek Wealth Management LLC. Jeffrey has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Jeffrey is part of The Ameriflex Group, which operates out of Saint Paul, Minnesota. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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The Ameriflex Group Brokerage Details
$6,522,387,220
149
16,327
$399,485
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jeffrey Ballek Work History
The Ameriflex Group
Osaic
Keller Williams Integrity Realty
Crown Capital Securities Lp
Ballek Wealth Management LLC
Bmo Harris Financial Advisors
Coldwell Banker Burnet
Crown Capital Securities, Lp
Lifesmart, LLC
Waddell & Reed, Inc
Various Insurance Carriers For W & R Insurance Agencies, Inc
Real Estate Masters
Lifesmart, LLC
Disclosures
Please visit the SEC profile of Jeffrey Ballek to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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